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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,237 | $95,406-95.6% | $185,849-97.7% | $85,847-95.1% |
| Participation rate | 30.3% | 68.8%-38.5pp | 81.7%-51.4pp | 69.3%-39.0pp |
| Annual return | 5.19% | 23.59%-18.4pp | 122.10%-116.9pp | 318.61%-313.4pp |
| Employer contribution / active EE | $386 | $3,314-88.3% | $5,169-92.5% | $2,565-84.9% |
| Participant deferral / active EE | $583 | $3,424-83.0% | $5,569-89.5% | $3,952-85.3% |
| Admin fee / account holder | $883 | $7,214-87.8% | $16,244-94.6% | $6,261-85.9% |